Phillips And Company Advisors LLC
Phillips And Company Advisors LLC (CRD# 167214) is a financial advisory firm headquartered in Portland, OR. They manage $1,410,908,388 in 1,384 accounts and serve the financial needs of clients across 43 states (or territories).
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Total Assets Under Management1,411MILLION
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Total Number of Accounts1,384ACCOUNTS
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Average Account Value$1,019,442
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, WA, WI
Daniel Colwill (CRD# 3208498) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 19 years of experience in the finance industry.
Thomas Edwards (CRD# 2667879) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 28 years of experience in the finance industry.
Michael Goodrich (CRD# 2601331) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 29 years of experience in the finance industry.
Michael Hardy (CRD# 3267784) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 24 years of experience in the finance industry.
Mark Loewen (CRD# 2899549) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 26 years of experience in the finance industry.
George Macdonald (CRD# 2477453) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 29 years of experience in the finance industry.
Margaret McKay (CRD# 6115985) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 9 years of experience in the finance industry.
Stacy Noll (CRD# 4766908) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 19 years of experience in the finance industry.
Chad Parlow (CRD# 3263875) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 24 years of experience in the finance industry.
Timothy Phillips (CRD# 1395428) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 36 years of experience in the finance industry.